Launch every project with a board-ready charter generated from your live project record
Project Charter is a ready-to-run ReportFlow that turns your live ServiceNow project record into a polished, standardized charter — scope, objectives, stakeholders, budget and milestones — ready the moment the project is created.
Every project starts with the same blank charter template
Kicking off a project means re-typing scope, objectives and stakeholders into a document that drifts in format from one PM to the next — and goes stale the day after approval.
Hand-built charters are inconsistent and quickly outdated: each PM formats their own, key details get re-keyed from the project record, and the approved charter rarely matches the live project a month in. Project Charter generates a standardized charter straight from your ServiceNow project record — so every project launches with the same board-ready document, and it reflects the live record instead of a frozen snapshot.
Everything your report needs — automated
Scope and objectives, auto-populated
Scope, objectives and success criteria pull straight from the project record — no re-typing, no copy-paste.
Stakeholders and governance
Sponsor, roles and approvers display from the live record, so the charter's RACI is always current.
Budget and timeline at a glance
Budget, key milestones and target dates roll up automatically into the charter view.
Standardized, every time
Every charter follows the same board-ready structure, so approval boards always know where to look.
One template, every project
Design the charter once and it renders for every new project from live ServiceNow data.
Board-ready exports
Export a polished PDF or PPT charter for approval that looks hand-crafted and reads identically every time.
From reporting chore to running advantage
Launch faster
The charter is ready the moment the project record exists, so kickoff isn't held up by document assembly.
Consistent governance
A standard charter across every project means approval boards review on a level field, every time.
A charter that stays true
Because it's generated from the live record, the charter reflects the project as it actually is — not a frozen draft.
A real Project Charter report, running on live data
Open a live ServiceNow instance and walk a fully-built Project Charter report — the same one your team would publish. No slides to assemble, nothing to install.
Every PM generates the charter from the live project record in minutes, so the approval board sees the same format every time.
Explore related ReportFlows & resources
See it on your own data
Spin up a live instance to explore the Project Charter ReportFlow yourself, or book a walkthrough with our team.
- Walk a fully-built Project Charter report on live data
- See how it maps to your ServiceNow tables
- Get your reporting questions answered, no pressure
Start with a live instance
We'll send a private ServiceNow instance with this report, ready to explore — no install, no sales call.
or book a demo instead →No install · runs inside ServiceNow · your data never leaves your instance